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Jeffrey Allen Leber

Mai Capital Management, LLC

Berwyn, PA

Cleveland, OH

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Current Employers
Mai Capital Management, Llc

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-11-01
TX RA APPROVED 2024-11-01
  • PA RA
    APPROVED
    Since 2024-11-01
  • TX RA
    APPROVED
    Since 2024-11-01

Branch Locations

1001 Old Cassatt Road Suite 208, Berwyn, PA 19312 • United States

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rubicon Wealth Management Bala Cynwyd PA 04/2008 10/2016
Bridgers Schill Wealth Management Group Moorestown NJ 06/2016 10/2018
Hyperion Partners, Llc Devon PA 10/2018 10/2024
Mai Capital Management, Llc Cleveland OH 10/2024 Present
  • 04/2008 → 10/2016
    Rubicon Wealth Management
    Bala Cynwyd, PA
  • 06/2016 → 10/2018
    Bridgers Schill Wealth Management Group
    Moorestown, NJ
  • 10/2018 → 10/2024
    Hyperion Partners, Llc
    Devon, PA
  • 10/2024 → Present
    Mai Capital Management, Llc
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-23
  • S65 Uniform Investment Adviser Law Examination
    2016-09-23
Designations

View on SEC IAPD

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